Skip to the main content

Kingswood Wealth Advisors LLC

California Founded 2017 Website
Cheque Size$1M to $50M
Stages10
Industries14
Markets20
Stated Portfolio4
Operating Since2017 (9y)

About Kingswood Wealth Advisors LLC

Kingswood Wealth Advisors LLC is a private investment firm specializing in diverse asset classes and investment stages. The firm focuses on investments in fixed income, hedge funds, private equity, real estate, and venture capital, targeting various stages from seed to distressed investments. Geographically, Kingswood operates across multiple countries, including the United States, United Kingdom, Australia, South Africa, Canada, and several European nations. The firm's portfolio spans a wide range of industries, such as financial services, investment management, asset management, private equity, venture capital, real estate, hedge funds, fixed income, commodities, crypto, ESG and impact investing, infrastructure, collectibles and art, and distressed and special situations. Kingswood's investment sizes range from $1 million to $50 million, catering to a broad spectrum of investment opportunities.

Geographical Focus

African markets1

Other stated markets19

United StatesUnited KingdomCanadaGermanyAustraliaSingaporeFranceItalyDenmarkSwitzerlandSpainIrelandAustriaNetherlandsNew ZealandSwedenBelgiumNorwayFinland

Requirements

Open to accredited investors, Focus on long-term growth, Preference for diversified portfolios, Interest in both traditional and alternative assets, Willingness to engage in active management, Alignment with Kingswood's investment philosophy, Commitment to ESG principles, Openness to international investments

Stated Portfolio4

Chalice Wealth Advisors
Chalice Capital Partners
Eudaimonia Partners
Eudaimonia Advisors

As reported by the investor. We hold no profile for these companies, so they are printed as stated rather than linked.